Reference page for north-star retrieval 7696. Updated as new context lands.
Related: north-star thesis 1672, speculative PMF 1728.
Cross-section thread: Devon Okafor. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Compensation → vault → spec. Worth a second pass; the compensation angle keeps coming back.
- Process → burn rate → 401k. Worth a second pass; the process angle keeps coming back.